Optimum Investment Advisors’s Oshkosh OSK Stock Holding History

Optimum Investment Advisors’s Portfolio OSK Stock Details OSK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-250	Closed	-$31K	–	903
2021 Q2	$31K	Sell	250 -200	-44%	-$25.3K	0.01%	595
2021 Q1	$53K	Hold	450	–	–	0.02%	491
2020 Q4	$39K	Hold	450	–	–	0.01%	521
2020 Q3	$33K	Hold	450	–	–	0.01%	515
2020 Q2	$32K	Hold	450	–	–	0.01%	519
2020 Q1	$29K	Sell	450 -200	-31%	-$15.7K	0.01%	500
2019 Q4	$62K	Hold	650	–	–	0.02%	477
2019 Q3	$49K	Hold	650	–	–	0.02%	521
2019 Q2	$54K	Hold	650	–	–	0.02%	491
2019 Q1	$49K	Sell	650 -225	-26%	-$16.6K	0.02%	508
2018 Q4	$54K	Hold	875	–	–	0.02%	460
2018 Q3	$62K	Hold	875	–	–	0.02%	496
2018 Q2	$62K	Sell	875 -500	-36%	-$37.4K	0.02%	491
2018 Q1	$106K	Buy	+1,375	New	+$117K	0.03%	396
2015 Q1	$15K	Hold	300	–	–	﹤0.01%	747
2014 Q4	$15K	Sell	300 -100	-25%	-$4.54K	﹤0.01%	784
2014 Q3	$18K	Hold	400	–	–	0.01%	667
2014 Q2	$22K	Hold	400	–	–	0.01%	645
2014 Q1	$24K	Hold	400	–	–	0.01%	488
2013 Q4	$20K	Sell	400 -300	-43%	-$15K	0.01%	518
2013 Q3	$34K	Buy	+700	New	+$31.1K	0.01%	423

Other funds holding OSK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Optimum Investment Advisors's OSK Position: Q3 2021 in Review

Optimum Investment Advisors sold out of Oshkosh (OSK) in Q3 2021, closing a stake of 250 shares — an estimated $31K sold.

Optimum Investment Advisors first reported a position in OSK in Q3 2013 and held it in 21 quarters. The position peaked at $106K in Q1 2018. 439 funds tracked by Wall St. Rank hold OSK as of Q3 2021.

Optimum Investment Advisors reported no remaining Oshkosh position as of Q3 2021 after selling out during the quarter.
Optimum Investment Advisors sold 250 Oshkosh shares in Q3 2021, an estimated $31K.
Optimum Investment Advisors first reported a position in Oshkosh in Q3 2013 and held it in 21 quarters.
Optimum Investment Advisors's Oshkosh position peaked at $106K in Q1 2018.
439 funds tracked by Wall St. Rank held Oshkosh as of Q3 2021.

Based on Optimum Investment Advisors's 13F filing for Q3 2021, filed 12 Oct 2021.